V1 Pathways
The main tab where Accrual Types and Plans will be found under?
What is Client Management?
The pathway in V1 where the accrual name and earning code is set up for the client's accrual plan is
Client Management-> Benefits-> Accrual Type
The "how to" document can be referenced for step by step plan building
What is Accrual Plan Setup
The 3 accrual plan year options are
What is CALENDAR YEAR -ANNIVERSARY-FISCAL YEAR
The type of check used to record hours but not compensate an employee
What is a Manuel Check
What must be created first to set up an accrual?
What is Accrual Type
True or false:
A payroll specialist can set up a full-time vacation type in a clients account and branch off plans from there.
What is False, Vacation/Holiday, PTO, and Sick are the main 3 accrual types
What form is sent to clients for detailed information on their accrual plans
What is Accrual plan questionnaire
The number of months before an employee is eligible for the plan is known as
What is PROBATIONARY PERIOD
What involuntary deduction always get pulled first from an employees paycheck
What is Child Support
Which label shouldn't be used as an accrual type?
A) PTO B) Full-Time Vacation
C) Holiday D) Sick
What is (B) Full-Time Vacation
True or False:
A Client may offer unlimited amount of accrual types as well as accrual plans
What is False, There is only a limited amount of accrual types
Where can the Accrual Plan Questionnaire be found on the Wiki
What is Heartland Payroll System Information > Heartland System "How To" Reference Guides > Client Management Tab > Accrual Plan Questionnaire
What is used to determine how the the carryover option is calculated and when the plan is reset?
What is PROCESSING ORDER
What has to be done to an account before the Direct Deposit has been verified and a voided check was not given
What is Prenote
A Client does not want their employee's vacation accruals listed on the check, what needs to be done
What is Block Display on Check
What has to be set up first, Accrual Plan or Accrual Type
What is Accrual Type
What report should be added to "scheduled reports"
What is Leave Accruals Report
What is the annual one time accrual option at the beggining of the year for a client?
What is First Pay of Fiscal Year
What check is used when a Client wants the net amount to be distributed for the employees pay
What is a Gross Up Check
The V1 pathway to enter accrual plan rates
What is Client Management-> Benefits-> Accrual Plans-> Plan Rates
Where do you verify that the correct earning code is being paid
What is the Accrual Type screen
What is the recommended accrual processing order:
What is Taken, Carryover, Accrual
3 months-24/yr-carryover 8 - 0.345
3 years - 48/yr - carryover 16 - 0.587
5 years - 80/yr - carryover 24 - 1.24
The Accrual Factor for 60 months is?
What is 1.24
The cutoff date to renew an employees Federal tax exemption
What is February 15th